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Senior Analyst - Wealth Management

3 - 6 years

12 - 16 Lacs

Mumbai

Posted:2 months ago| Platform: Naukri logo

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Skills Required

Operations management Due diligence Manager Quality Assurance Wealth management Financial planning Practice Management Data processing Continuous improvement Operations Process management

Work Mode

Work from Office

Job Type

Full Time

Job Description

A Senior Analyst in Wealth Management Operations manages complex financial transactions, reconciliations, and data processing. They also oversee compliance and reporting, ensuring seamless support for the wealth management process and improving operational workflows. Key Responsibilities and Duties Process Management & Operations support: ensure the efficient processing of financial plans and report requests with a high level of accuracy. Quality assurance & Continuous Improvement: Perform Quality checks to identify errors or discrepancies, conduct root cause analysis and work towards reducing the error rate. Training & Onboarding support: Ensure a seamless integration into the team by providing guidance on systems, tools, and workflows. Educational Requirements University (Degree) Preferred Work Experience No Experience Required

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Teachers Insurance and Annuity Association of America (TIAA)
www.tiaa.org

Financial Services

New York

Approximately 16,000 Employees

30 Jobs

    Key People

  • Thasunda Duckett

    President and CEO

  • Zachary Karabell

    Head of Global Strategy

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